Financial Service Specialist

Position Title: Financial Service Specialist/Member Service Specialist

Northwest Community Credit Union, a division of TwinStar Credit Union, believes in providing our employees an environment where they can flourish personally and professionally. We are proud that we have never lost sight of our founders' commitment to providing each individual, and our community, with uncommon care. Join a team with a rich heritage of serving our region for more than 70 years!

Northwest Community Credit Union serves members from offices in 36 locations across Oregon and Washington.

Location:
In-Person

Eugene Branch
3701 W 11th Ave.
Eugene, OR 97402-0169

Status:
Full-time, Regular, Non-Exempt

Pay Range:
The full pay range is $19.73 - $29.59. Depending on experience and qualifications

We provide an additional $2.00 per hour bilingual differential for those employees who are able to support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.

Applicants are encouraged to apply by April 24, 2024 at 5:00 PM PST.

We are seeking a full-time, 40 hours a week, Financial Service Specialist to join our team! This position promotes a sales and service culture by effectively meeting members’ needs. Actively engages with members by greeting, personalizing interactions, uncovering financial needs, making recommendations for financial services, providing follow-up, with a sense of urgency and professional demeanor.

Visa sponsorship not available.
Contact us at 800.258.3115 with any questions or request for accommodation.

Essential Functions and Tasks:

• Approaches, welcomes, and engages all visitors who come into the branch. Manages the traffic flow of members with a sense of urgency to provide minimal wait times.
• Engages members and visitors through asking relevant and meaningful questions, getting to know their needs, making appropriate product and service recommendations, and developing customized follow-up plan with the member as appropriate.
• Opens new member accounts, including certificate of deposits (CDs), money market, checking, and savings accounts. 
• Submits and books consumer loan applications and answers basic consumer lending questions.
• Offers payment protection and explains debt cancellation options.
• Explains the differences between a Home Equity Loan and Mortgage Loan to members and coordinates referrals to appropriate team or team member.
• Performs and balances daily teller transactions and all other member transaction activity. Processes cash orders, completes wire transactions, issues debit cards, balances ATM, cash recyclers, and vault.
• Records detailed notes to document member interactions, complex situations, and transactions to minimize lapse in employee communication or member service.
• Understands and complies with federal and state regulations relating to financial products and services as well as NWCU policies and procedures and regulations pertaining to the Bank Secrecy Act (BSA).
• All other duties as assigned.

Education and Experience Required:

• High school diploma (GED equivalent) with previous experience in a Teller or Financial Services Representative, or equivalent, role.
• A minimum of one (1) year of service in a cash handling and sales environment in a credit union or other financial institution.
• Demonstrated ability to build strong relationships with members to identify member needs and cross-sell products and services.
• Must be fully proficient in all credit union systems and applicable hardware.
• Must be eligible for NMLS.

Benefits & Other Compensation:
This position is eligible for coverage under the credit union’s group welfare benefits program the first of the month following your date of employment. The benefits program includes coverage paid in full by the credit union, benefits which employees share in the cost, and voluntary coverage. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Coverage covered at 100% by the credit union includes Basic Life/Accidental Death & Dismemberment (AD&D) Insurance, Long-Term Disability, and Travel Accident Coverage. Employees share in the cost of Medical Insurance, which also includes Dental and Vision coverage. Employees also have the option to elect voluntary coverage for Life/AD&D, Short-Term Disability, and AFLAC at 100% of the cost.  

The credit union offers the utilization of Flexible Spending (FSA), Dependent Care (DCA), and Health Savings Accounts (HSA) that are set up to reimburse you with pre-tax dollars for eligible healthcare and/or dependent care costs. Eligibility to contribute towards one of these savings accounts is effective with the medical insurance enrollment, based on the type of medical coverage selected.  

Full-Time Regular employees accrue 8 hours of vacation and 8 hours of sick leave, on a monthly basis. Full-Time Regular hired employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time.

EEO Statement:
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.